Advisor at Whitener Capital Management, Inc
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Firm
Whitener Capital Management, Inc
Location
Rocky Mount, NC 27804
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Sean Gilsenan is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Whitener Capital Management, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Cary, NC. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, managing approximately $506 million in client assets through tailored portfolio management and pension consulting services.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.70%
$250 per hour for financial planning services, negotiable depending on scope.
Fee-only: Fee-only advisory firm; no outside compensation or commissions received.
3993 Sunset Avenue
Rocky Mount, NC 27804
North Carolina
Whitener Capital Management Inc.
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Rocy Mount, NC
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CFA®, Series 63, Series 65
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Emerald Asset Management, Inc.
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Emerald Asset Management, Inc.
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Whitener Capital Management, Inc
Series 66
Rocky Mount, NC
Whitener Capital Management, Inc
Series 63, Series 65
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Whitener Capital Management, Inc
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